"Follow the gigawatt." Two years ago, Coatue's AI framework was "follow the GPU". Today the gigawatt is the atomic unit of AI growth, and one of the biggest shortages in the market. Jaimin Rangwalla, CIO of Public Investments at Coatue, on how the team is mapping the supply ch…↗

Memory is the new bottleneck. Nick Gagnet, Coatue Sector Head, on the AI infrastructure shift and why memory demand could 5x in 5 years.↗